This will be a 30-minute road trip as we survey the landscape of trust types including ILITs, CRTs, QPRTs, GRATs ‘n GRUTS.  What are they used for? When do you use them? Learn how trusts often coordinate with each other, how they spring into existence upon the death of a spouse and how intra-family trusts with a focus on “continuing trusts” allow an adult child to keep their inheritance in trust for lifetime protection from creditors, predators, spouses and ex-spouses.

Learning Objectives

  • Identify different types of trusts, their intended purpose and implementation process.
  • Explain estate planning strategies when evaluating a client’s current estate.
  • Evaluate trusts from the aspect of risk management, tax planning, and post-mortem planning

 

Level of Complexity: Intermediate

Course Information
Course Date:
November 05, 2019
FPA Annual Conference 2019: Trust Jam Session -- Enumeration & Appreciation
Speaker Information
Mark L. Prendergast, CPA, CFP, CDFA  [ view bio ]
Individual topic purchase: Selected
Financial Planning Association
CFP CE: 0.50
Products
Streaming
FPA Member Price:$29.00
Non-Member Price:$49.00